Filed January 3, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $68,342 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $19,960 |
STOEL RIVES LLP6+ years Service code 29 · EIN 93-0408771 | Legal | $5,164 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $5,125 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 15 30 DAN ROAD · CANTON, MA 02021 | Recordkeeping | $2,469 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $91,826-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 1.7%-1.7pp |
| Annual return | 15.77% | 20.91%-5.1pp | 793.01%-777.2pp | 627.08%-611.3pp |
| Employer contribution / active EE | $21,568 | $11,580+86.3% | $27,004-20.1% | $18,824+14.6% |
| Participant deferral / active EE | $0 | $179-100.0% | $154-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,239-100.0% | $1,923-100.0% |